Patriot Financial Group Insurance Agency, LLC First Tr Exchange Trd Fd Ii Fi Transaction History

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 11, 2022	SELL	$23.77 - $26.73 $12,122 - $13,632	-510 Closed	0 $0
Q4 2021 Jan 10, 2022	SELL	$24.26 - $26.01 $25,084 - $26,894	-1,034 Reduced 66.97%	510 $13,000
Q3 2021 Nov 24, 2021	BUY	$24.91 - $26.31 $523 - $552	21 Added 1.38%	1,544 $39,000
Q2 2021 Jul 30, 2021	BUY	$25.31 - $27.47 $38,547 - $41,836	1,523 New	1,523 $40,000

Others Institutions Holding FGD

# of Institutions

135

Shares Held

11.5M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

1.46M
Shares

$32.8 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

1.42M
Shares

$31.9 Million
0.01% of portfolio
Morgan Stanley New York, NY

958K
Shares

$21.6 Million
0.0% of portfolio
Ae Wealth Management LLC

889K
Shares

$20 Million
0.22% of portfolio
Ameriprise Financial Inc Minneapolis, MN

824K
Shares

$18.6 Million
0.01% of portfolio

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